Sherry B. Email & Phone Number

Support needs of Risk Management Department. Subcontractor certificate compliance expert, manage SDI enrollment, and owner contract reviews.

San Diego, California, United States

Received and processed policy changes, performed policy reviews, and assisted account managers with renewal activities.

Denver Metropolitan Area

Manage insurance certificate compliance review against contract requirements for assigned commercial General Contractor / Contractor clients. Analyze scopes of work and discuss risk with clients.

Lone Tree, Colorado, United States

Executive Assistant to CEO. Insurance compliance administrator, owner billings, prospecting new work, marketing, etc.

Supported the needs of the office, operations and finance department. Contract compliance/insurance administrator, Licenses / Bonds, Accounts Payable, Project Cost Accountant, Event planning, Wellness program administrator, General office support, VOIP system administrator, etc.

Greater Philadelphia Area

Applicator of high performance coatings onto concrete / masonry and supplier of materials to general contractors (highway construction).• Responsible for all operations and office management including securing all insurance policies, hiring / on boarding of employees, ordering supplies / equipment and materials for jobs, issuing purchase orders, accounts payable, billing, accounts receivable, bank reconciliation, preparing bids, seeking new business opportunities.• Responsible for reviewing and executing all contracts, change order approval, certified payroll, all quarterly and annual filings, collecting sales tax and annual report filings.Certified NJ DBE, WBE and SBE. PA DBE. NY DBE. CT DBE

Orange County, California Area

Hired to assist the President / Owner to manage his email and calendar, coordinate / schedule field inspections between outside legal counsel and homeowners. • Supported other management including VP of Construction Operations with general correspondence and contract documents.• Coordinated monthly staff meetings including catering requirements.

Orange County, California Area

Hired to support Regional Sales Manager (territory: AZ, CO, NM) with all new business development efforts and preparing contract documents for 3rd party QA / QC services. Responsible for all prospecting, email campaigns, new project research, proposals / contract documents, and scheduling sales presentations.• Created and maintained database of new business prospects. Generated frequent email campaigns to secure presentation appointments.

Orange County, California Area

Hired to administer and grow the warranty service department. First point of contact for homeowners from routine repairs to emergencies necessitating immediate response / remediation efforts.• Responsible for generating monthly reports, approving invoices, and training all new staff members on systems, policies and procedures. • Project manager for 2 year re-construction project of 25 homes part of a Builders Risk claim / litigation. Primary contact for homeowners and outside contractor that performed structural repairs ($2.5M repair project). Approved all invoices and change orders. Solely discovered and coordinated insurance reimbursement to homebuilder of expenses totaling $800,000.00.